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Wealth Management Nebraska: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Nebraska on BOXX, newest first. How the timeline and the estimate are built.

Wealth Management Nebraska held 42,150 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,150 shares
    Change vs previous 13F +7,495 shares

    0.44% of the 13F portfolio, value $4,948,832.

    13F-HR 0001172661-26-002814 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,655 shares
    Change vs previous 13F +4,333 shares

    0.41% of the 13F portfolio, value $4,030,030.

    13F-HR 0001172661-26-002265 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,322 shares
    Change vs previous 13F +1,939 shares

    0.4% of the 13F portfolio, value $3,490,062.

    13F-HR 0001172661-26-000356 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,383 shares
    Change vs previous 13F +1,448 shares

    0.39% of the 13F portfolio, value $3,231,688.

    13F-HR 0001172661-25-004555 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,935 shares
    Change vs previous 13F +20,286 shares

    0.41% of the 13F portfolio, value $3,034,228.

    13F-HR 0001172661-25-002686 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,649 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $741,297.

    13F-HR 0001172661-25-002123 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,377 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $703,256.

    13F-HR 0001172661-25-000475 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).